When you configured your Pentaho Server, you defined the connection information, including where the data is stored and what protocol or driver to use to connect to it. The Install Pentaho Data Integration and Analytics document shows you how to change or add connection information.
To create a data source, pick one of the connections that you have already defined, then use the wizard's interactive data modeling tool to select tables and columns to drag onto the model canvas. You can then use the Data Source Model Editor to refine the model further.
The Data Source Wizard guides you through setting up CSV files, as well as relational and multidimensional data models, as data sources for building interactive and analysis reports. The initial data models you create with this tool enable you to immediately see how your data looks in Interactive Reports and Analyzer. Your results appear in Interactive Reports and Analyzer as you change model structures, and add tables and columns.
If you are not logged in with permissions to create, edit, and delete data sources, you are limited to view-only permissions and do not see any icons associated with adding, editing, or deleting data sources.
There are several ways to access the Data Source Wizard within the User Console, so you do not have to backtrack to create a data source.
| If You Are In | Then Follow These Steps |
|---|---|
| Home perspective | Click . |
| Home perspective | Click Manage Data Sources and then New Data Source. |
| Home perspective | Click and then the New icon. |
| Home perspective | Click and then the New icon. |
| Opened perspective | Click the New icon and then select Data Source Wizard. |
| Any perspective, from the menu bar | Click . |
| Any perspective, from the menu bar | Click and then click New Data Source. |
| Dashboard pane, creating a chart or data table | Click the Add icon in the Select Data Source dialog box. |
After accessing the Data Source Wizard, you are ready to begin creating your first data source.